175
175
Mar 18, 2013
03/13
by
CNBC
tv
eye 175
favorite 0
quote 0
the pace of change is accelerating. you probably hair things of cloud computing and mobile and social and big data. and gartner is helping their customers deal with those changes. it sells under $30,000. it has a budget of at least a million dollars. what we really like is they are very much in the early stage of their opportunities. they have a little bit less than 9,000 customers a day. over 100,000 of 10 million or more. >> would you play google in outline of this? you're not doing some other big tech names but that seems like a name that keeps going. >> they are still innovating. but when you look carefully you see a lot of innovation is being supplemented with acquisition. android was something they acquired. google is not quite at a stage where you see sisco and certain others. they're still innovating but forced to acquire. >> i'm going to throw one last name at you. polypore. >> it is a more controversial stock. it is certainly for investors that have a much longer range outlook in mind. polypore sells the separ
the pace of change is accelerating. you probably hair things of cloud computing and mobile and social and big data. and gartner is helping their customers deal with those changes. it sells under $30,000. it has a budget of at least a million dollars. what we really like is they are very much in the early stage of their opportunities. they have a little bit less than 9,000 customers a day. over 100,000 of 10 million or more. >> would you play google in outline of this? you're not doing...
201
201
Mar 14, 2013
03/13
by
CNBC
tv
eye 201
favorite 0
quote 0
do you think that's changing? >> well, in my neck of the woods as far as the businesses are concerned, i don't think that they are misusing any proprietary information for their -- in this case, i think it's a win-win. it's a huge booster productivity. it's a huge competitive advantage. the companies that i deal with don't get into the consumer realm that much. >> the smaller companies that you mentioned that are now there for the front end, are these companies that you think are going to be acquisition targets, some of the bigger companies that they're doing at the back ends? >> the way the cycle plays out is the big guys are watching this field and saying let these small guys duke it out with each other. i think it's still too early to go and make runs at these smaller companies at this point and, again, you think it's fortune 500 companies making this run? >> absolutely. fortune 10, fortune 15. i've listened to chief information officers from all kinds of companies talk about big data. this is a phenomenon that
do you think that's changing? >> well, in my neck of the woods as far as the businesses are concerned, i don't think that they are misusing any proprietary information for their -- in this case, i think it's a win-win. it's a huge booster productivity. it's a huge competitive advantage. the companies that i deal with don't get into the consumer realm that much. >> the smaller companies that you mentioned that are now there for the front end, are these companies that you think are...
212
212
Mar 1, 2013
03/13
by
CNBC
tv
eye 212
favorite 0
quote 0
ed, you've been, i don't know you really never change much over the years. >> i do change from time to time. well i am bullish by nature. >> bullish by nature. and nothing to change that in your mind at this point right now. and you think the dow will hit, will finally after all these years, not just -- in 2007, when it hit the all-time high, it barely exceeded the previous all-time high that we've been waiting around for for 10, 12, 13 years. this time, are we in the start of a double from 12,000 eventually? >> i think we're in the beginning of a bull market. we're going to be complacent. there's still a lot of things that could go wrong. but i do think one of the most important things for investors to understand is what kind of environment you're in. i think we're in a bull market. i think it will last for awhile. the recovery from financial crisis, and the horrible downturn, and the global markets, i think that has legs and we're going to start to see a little bit of improvement in some of the slack of the u.s. and the global economy put to work, second half of this year and into ne
ed, you've been, i don't know you really never change much over the years. >> i do change from time to time. well i am bullish by nature. >> bullish by nature. and nothing to change that in your mind at this point right now. and you think the dow will hit, will finally after all these years, not just -- in 2007, when it hit the all-time high, it barely exceeded the previous all-time high that we've been waiting around for for 10, 12, 13 years. this time, are we in the start of a...
217
217
Mar 7, 2013
03/13
by
CNBC
tv
eye 217
favorite 0
quote 0
the second thing is, i have said if you're going to change the lblth age, it should only be changed for the rich people who can afood it and afford to go into the exchange. and i have suggested that we have what we call graduated eligibility. but that is a much different story than what we're talking about moving everyone up. remember, if you move everyone up, you say eligibility is now 68, they still have to get health insurance for those three years. they're going to cost money. it doesn't disappear from the whole expenditure. >> so steve roe write a foormus. he believes if he lower the eligibility to 60 years old, you bend the cost curve because you would be putting more people in the pool. do you buy that? >> the pool thing does make a difference. you would be putting in younger people, healthier people. but you don't bend the cost curve that way. that is just moving people around. that is not going to fundamentally change the cost curve. the fundamental way we change the cost curve is how doctors deliver care to patients. >> in the piece, the big, bad insurance companies in my mind
the second thing is, i have said if you're going to change the lblth age, it should only be changed for the rich people who can afood it and afford to go into the exchange. and i have suggested that we have what we call graduated eligibility. but that is a much different story than what we're talking about moving everyone up. remember, if you move everyone up, you say eligibility is now 68, they still have to get health insurance for those three years. they're going to cost money. it doesn't...
151
151
Mar 26, 2013
03/13
by
CNBC
tv
eye 151
favorite 0
quote 0
a slight change of 6% to 13%. but republicans less inclined in part because there were in fact, tax hikes. 15% unsure. 27% say they expected to have no impact. 40% say it will hurt the economy. do i combine them? just come over here for a second. i get 45%. the question is whether or not president obama is making his case about the danger of sequester. i want to point out zoom in on this word "agree." all the other posters say who do you blame? we don't ask that question. it presumes there's something wrong with it. we asked a neutral question, who do you agree with? 31% supports obama. 25% the the gop and congress. and this is the big one here, 28% say neither. again, i don't understand the political implications of that. does president obama count that as a victory or is that a defeat and 28% say neither side? becky, those are the results. all of this, by the way, online. more coming up in the 10:00. right now these are the political results of our cnbc all america economic survey. >> let's bring in john harwood
a slight change of 6% to 13%. but republicans less inclined in part because there were in fact, tax hikes. 15% unsure. 27% say they expected to have no impact. 40% say it will hurt the economy. do i combine them? just come over here for a second. i get 45%. the question is whether or not president obama is making his case about the danger of sequester. i want to point out zoom in on this word "agree." all the other posters say who do you blame? we don't ask that question. it presumes...
211
211
Mar 20, 2013
03/13
by
CNBC
tv
eye 211
favorite 0
quote 0
does cyprus change the forecast? and how much concern is there about what some economists call a monetary cliff? a very quick end to the monetary policy accommodation in general faced with these uncertainties, the committee is most likely will not change course and not hint at a course change. but behind the scenes, there is going to be serious debate underway. and joe and andrew, one other thought, the difference in the confiscatory policies you're talking about is at the same time it takes away from savers, it gives to borrowers. so it's not like if you just confiscate in cyprus, you take that money away. >> the thing is without a capital structure, though, steve, if a bank is insolvent, it's not even con sfi indicafis it's just what happens. >> i don't get you on that one, joe. >> if there's no capital structure, no debt, no senior debt, no subordinated debt and the bank is insolvent and you try, the only thing you have are deposito depositors. and they full well know their money is at risk. and if they put their
does cyprus change the forecast? and how much concern is there about what some economists call a monetary cliff? a very quick end to the monetary policy accommodation in general faced with these uncertainties, the committee is most likely will not change course and not hint at a course change. but behind the scenes, there is going to be serious debate underway. and joe and andrew, one other thought, the difference in the confiscatory policies you're talking about is at the same time it takes...
161
161
Mar 11, 2013
03/13
by
CNBC
tv
eye 161
favorite 0
quote 0
has that changed, that dynamic? >> sure, it's changed. they have financing available for mobile homes and of course it's tax deductible. as long as you don't have too many homes. sales are definitely up. >> okay. so winnebago. sherwin-williams. talk us through that. it's not just the paint business but an acquisition. >> they bought a cemex, one of the largest worldwide. they're benefitting from the housing boom not only here in america but around the world. especially -- cemex acquisition was a big deal. >> but you like what you see in terms of housing in the united states as well? >> oh, it's definitely recovering. it's not recovering fast enough. it's slow, steady, adding jobs. if you're going to fix up one of these many properties that are still on the market, paint is the first thing you're going to get. >> talk us through fermento mexico. >> a big coca-cola bottler in mexico. 43 gallons of soft drinks by mexicans a year. it might be what diabetes on the rise there. their sales and earnings are stunning. they're getting stronger and
has that changed, that dynamic? >> sure, it's changed. they have financing available for mobile homes and of course it's tax deductible. as long as you don't have too many homes. sales are definitely up. >> okay. so winnebago. sherwin-williams. talk us through that. it's not just the paint business but an acquisition. >> they bought a cemex, one of the largest worldwide. they're benefitting from the housing boom not only here in america but around the world. especially --...
112
112
Mar 28, 2013
03/13
by
CNBC
tv
eye 112
favorite 0
quote 0
i guess maybe it changed briefly. but the new york yankees of course they have the highest value in major league baseball. the biggest market, the biggest payroll. for the 60th straight year, they are valued 2.3 billion. another big market, l.a. dodgers, red sox, cubs, phillies. and marlins less than a quarter of the new york yankees. >> time for a commercial break again here. shares of blackberry will open in three months. the quote when "squawk box" comes back. ♪ [ male announcer ] it was designed to escape the ordinary. it feels like it can escape gravity. ♪ the 2013 c-class coupe. ♪ starting at $37,800. ♪ starting at $37,800. ♪ your finances can't manage themselves, but that doesn't mean they won't try. bring all your finances together with the help of the one person who can, a certified financial planner professional. cfp -- let's make a plan. to welcome back >>> welcome back to "squawk box". in the headlines this morning, blackberry earning 22 cents per share for its latest quarter, excluding certain i
i guess maybe it changed briefly. but the new york yankees of course they have the highest value in major league baseball. the biggest market, the biggest payroll. for the 60th straight year, they are valued 2.3 billion. another big market, l.a. dodgers, red sox, cubs, phillies. and marlins less than a quarter of the new york yankees. >> time for a commercial break again here. shares of blackberry will open in three months. the quote when "squawk box" comes back. ♪ [ male...
233
233
Mar 5, 2013
03/13
by
CNBC
tv
eye 233
favorite 0
quote 0
we think we are seeing small changes on the horizon. there's a lot of talk about new free trade agreements between the u.s. and asia, with japan participating. between the u.s., and the eurozone, there's a lot of small global coordination improvements that we think collectively can move the u.s. economy to a higher growth blatt toe. as you said it's going to trach time. there was a long period of ignorance with regards to the new normal. but we think slowly, policymakers have come into the realization that they immediate to make long-term changes, not just think about cyclical policy. >> we've got a lot of friends out there where you work, so give everyone our best. at pimco and we appreciate talking to you today. good addition to have you on. we'll add you to our roster. >> thanks for having me. >> okay. >> when we come back we have more from our guest host, former fed governor kevin warsh. plus strong sales growth in luxury autos this year. phil lebeau is going to bring us a report and a few models to check out at the bottom of the ho
we think we are seeing small changes on the horizon. there's a lot of talk about new free trade agreements between the u.s. and asia, with japan participating. between the u.s., and the eurozone, there's a lot of small global coordination improvements that we think collectively can move the u.s. economy to a higher growth blatt toe. as you said it's going to trach time. there was a long period of ignorance with regards to the new normal. but we think slowly, policymakers have come into the...